Mar 31, 2024

Biomea Fusion Q1 2024 Earnings Report

Reported first quarter 2024 financial results and corporate highlights.

Key Takeaways

Biomea Fusion reported a net loss of $39.1 million for the first quarter of 2024, with cash, cash equivalents, and restricted cash totaling $145.3 million. The company highlighted positive data from its Phase 1/2 study in type 2 diabetes and initial clinical data from its Phase 2 study in type 1 diabetes, and anticipates a reduction in operating expenses in the second half of the year.

Reported positive data from Phase 1/2 study (COVALENT-111) in type 2 diabetes patients, displaying durable improved glycemic control while off therapy for 22 weeks.

Announced initial clinical data from Phase 2 study (COVALENT-112) in type 1 diabetes, demonstrating early signs of clinical activity with improved measures of beta-cell function.

Expects a reduction in operating expenses in the second half of the year due to near completion of enrollment in type 2 and type 1 diabetes studies.

Cash position of $145.3 million at the end of the first quarter of 2024.

EPS
-$1.09
Previous year: -$0.98
+11.2%
R&D Expenses
$33.8M
G&A Expenses
$7.28M
Previous year: $5.6M
+30.1%
Gross Profit
-$420K
Cash and Equivalents
$145M
Previous year: $86.7M
+67.6%
Free Cash Flow
-$32.1M
Previous year: -$27M
+19.0%
Total Assets
$168M
Previous year: $113M
+49.6%

Biomea Fusion

Biomea Fusion

Forward Guidance

Biomea Fusion anticipates several milestones in 2024, including completing the 400 mg cohort from the Escalation Phase of COVALENT-111, completing enrollment of the first three expansion cohorts of COVALENT-111 in type 2 diabetes, completing enrollment of the open label portion of COVALENT-112 in type 1 diabetes, and completing the dose escalation portion of COVALENT-101, COVALENT-102, and COVALENT-103.

Positive Outlook

  • On track to complete 400 mg cohort from the Escalation Phase of COVALENT-111.
  • On track to complete enrollment of the first three expansion cohorts of COVALENT-111 (n=216) in type 2 diabetes patients with poorly controlled diabetes and provide topline 26-week follow-up data.
  • On track to complete enrollment of the open label portion (n=40) of COVALENT-112 in type 1 diabetes dosed for 12 weeks with BMF-219 and provide topline 26-week follow-up data.
  • On track to complete dose escalation portion of COVALENT-101 and establish recommended Phase 2 dose (RP2D).
  • On track to complete dose escalation portion of COVALENT-102 and establish RP2D.